Jeffrey Smith
North Shore Investment Consulting, LLC · Wilmette, Illinois
Jeffrey Smith is a fee-only financial advisor at North Shore Investment Consulting, LLC in Wilmette, Illinois, who holds the CFA, CFP and MBA credentials. North Shore Investment Consulting, LLC reports charging a percentage of assets on its Form ADV.
Request an introduction to Jeffrey →
Facts
| Firm | North Shore Investment Consulting, LLC |
|---|---|
| Based in | Wilmette, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $170.5M across 300 accounts |
| Credentials | CFA · CFP · MBA |
| SEC registration | Investment adviser representative in IL, TX · CRD 1750020 |
| Exams passed | Series 63 (1987) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | nsinv.com |
How Jeffrey's firm compares
- North Shore Investment Consulting, LLC's average account is about $568,000, from its Form ADV (assets managed divided by 300 accounts).
Request an introduction to Jeffrey
Tell Jeffrey a little about what you're looking for. Jeffrey isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jeffrey
Is Jeffrey Smith a fee-only financial advisor?
Yes. Jeffrey Smith is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jeffrey's firm.
How does Jeffrey charge for financial advice?
Jeffrey's firm, North Shore Investment Consulting, LLC, reports charging a percentage of assets on its SEC Form ADV.
Where is Jeffrey Smith based?
Jeffrey Smith is based in Wilmette, Illinois.
What credentials does Jeffrey Smith hold?
Jeffrey Smith holds the CFA, CFP and MBA credentials.
Is Jeffrey Smith registered with the SEC?
Yes. Jeffrey Smith is registered as an investment adviser representative in IL and TX (CRD 1750020), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does North Shore Investment Consulting, LLC manage?
North Shore Investment Consulting, LLC reports $170.5M across 300 accounts in assets under management.
How do I contact Jeffrey Smith?
Through Jeffrey's website, nsinv.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.